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Select Fidelity Customers: TurboTax Premier Online Tax Service

Free
+159 Deal Score
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Fidelity.com offers Select Fidelity Customers: TurboTax Premier Online Tax Service for Free when you follow instructions below.

Thanks to Community Member hle078 for sharing this deal.

Offer Notes:
  • Only Select Fidelity Customers are Eligible for this promotion
  • Members are reporting that customers that have Premium Services, are Active Traders or Private Clients will qualify for promotion
Deal Instructions:
  1. Click here and Log In to your Fidelity Account
  2. Look Under Portfolio Summary Page in Beta View (toggle switch at top right) and If you Are eligible for offer, click "Get TurboTax Online Premier free"
    • Members are reporting that the offer is found by scrolling down to bottom of summary page
    • Alternatively, you may have an offer to purchase the CD/Download version for $5
  3. Follow the instructions to redeem at Intuit's TurboTax website
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Original Post

Written by
Edited December 14, 2022 at 01:40 PM by
For select Fidelity customers, Turbotax Premier is free (typically $69).

Go to your Accounts Summary page. If eligible, you will see a box titled "Get TurboTax Premier free" on the right side towards the bottom of the page with a link to TurboTax

http://www.fidelity.com

Download version of TurboTax Premier is also available for $5.
Follow the Fidelity link to get to TurboTax website. At the top of the screen there is a drop down menu under 'Do it Yourself' >> "Doing your taxes with a CD/Download" and you should be able to see the download option for Premier.
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Created 12-14-2022 at 08:31 AM by hle078
in Tax Preparation (10) Fidelity
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388,805 Views
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Wow that worked! I will rep. you. In case the SD link above doesn't work, after you login as SmartSeed says, copy and paste this URL in your browser. https://tps.fidelity.com/tps-api/v1/redirect-to/turbo-tax-cd?fidelityContextCode=oltx

Then I logged into Intuit. It showed up as $105, but I did the trick someone else suggested to add a random Intuit product to the cart, then delete it. Then I was able to check out for $5.41 (tax in TX).
·
i got so many messages about this. let me answer you all here once in for all. you need to go the beta view to see the offer.
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I have the premier offer under the beta view, but when I click to the turbotax website it still gives me only $20 off, even though fidelity says premier for free w/ state. Called Fidelity, they know about the issue and said to wait until the new year as they are working on the problem.
·

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Joined Sep 2013
L3: Novice
> bubble2 177 Posts
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GottaLoveIttt
12-22-2022 at 12:38 PM.
12-22-2022 at 12:38 PM.
Quote from ctsder :
I used free last year, this year it shows $20 off only
Do you have an advisor assigned to your account? It's a new requirement for this year.
Reply
Joined Oct 2019
L3: Novice
> bubble2 124 Posts
95 Reputation
ElatedCrib8381
12-22-2022 at 01:39 PM.
12-22-2022 at 01:39 PM.
Some Chase credit card customers may have an offer for $10 back on TurboTax
Offer Details
Earn $10 back on your Intuit TurboTax purchase. Offer expires 4/18/2023. Offer valid one time only. Payment must be made directly with the merchant. Offer not valid on Intuit TurboTax products purchased through other retailers. Offer not valid on third-party services. Payment must be made on or before offer expiration date.

Not sure if the Chase Offer works for the Fidelity deal to cover the $5 charge for the CD/Download version or not. It costed one click (to activate the offer) at Chase so may worth a trySmilie
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-22-2022 at 02:08 PM.
12-22-2022 at 02:08 PM.
Quote from ElatedCrib8381 :
Some Chase credit card customers may have an offer for $10 back on TurboTax
Offer Details
Earn $10 back on your Intuit TurboTax purchase. Offer expires 4/18/2023. Offer valid one time only. Payment must be made directly with the merchant. Offer not valid on Intuit TurboTax products purchased through other retailers. Offer not valid on third-party services. Payment must be made on or before offer expiration date.

Not sure if the Chase Offer works for the Fidelity deal to cover the $5 charge for the CD/Download version or not. It costed one click (to activate the offer) at Chase so may worth a try
This was already posted earlier on this page. I'm going to try it.
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-22-2022 at 02:17 PM.
12-22-2022 at 02:17 PM.
They've changed the landing page at TurboTax, and it finally clearly shows the download offer and states a limit of one copy. Only problem is that the download product shows up as $105 in my cart and doesn't get the discount applied. I even tried it in Incognito mode, so I expect that it's a TT bug and not actually limiting me to one (I already purchased the Windows version, and I am trying to get Mac) Is it working for anyone?

As a thank you for being a Fidelity client, file your 2022 taxes on us
Get your taxes done right — at almost no cost to you. TurboTax Premier automatically imports your Fidelity investment income to save time.
See offer details and get started below


OFFER DETAILS FOR FIDELITY CLIENTS
As a valued client of Fidelity, you are eligible to file your federal and state taxes at no cost using TurboTax Premier Online, or for $5 using TurboTax Premier desktop download. Get started by selecting a product below.
Each eligible Fidelity client may file one federal and one state return with this offer; limit one desktop download product per client. TurboTax Live products not included. Optional services/upgrades are available within TurboTax at a cost to Fidelity clients.
Reply
Joined Sep 2009
L7: Teacher
> bubble2 2,441 Posts
166 Reputation
PoLusImo
12-22-2022 at 03:09 PM.
12-22-2022 at 03:09 PM.
I don't and never see an offer, even though using the Beta page. Where do you find these offers, any direct link?
Quote from MisterBill :
They've changed the landing page at TurboTax, and it finally clearly shows the download offer and states a limit of one copy. Only problem is that the download product shows up as $105 in my cart and doesn't get the discount applied. I even tried it in Incognito mode, so I expect that it's a TT bug and not actually limiting me to one (I already purchased the Windows version, and I am trying to get Mac) Is it working for anyone?

As a thank you for being a Fidelity client, file your 2022 taxes on us
Get your taxes done right — at almost no cost to you. TurboTax Premier automatically imports your Fidelity investment income to save time.
See offer details and get started below


OFFER DETAILS FOR FIDELITY CLIENTS
As a valued client of Fidelity, you are eligible to file your federal and state taxes at no cost using TurboTax Premier Online, or for $5 using TurboTax Premier desktop download. Get started by selecting a product below.
Each eligible Fidelity client may file one federal and one state return with this offer; limit one desktop download product per client. TurboTax Live products not included. Optional services/upgrades are available within TurboTax at a cost to Fidelity clients.
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-22-2022 at 03:57 PM.
12-22-2022 at 03:57 PM.
Quote from PoLusImo :
I don't and never see an offer, even though using the Beta page. Where do you find these offers, any direct link?
Do you have enough assets with Fidelity to qualify? You've read the requirements elsewhere in this thread, right?
Reply
Joined Aug 2006
L4: Apprentice
> bubble2 392 Posts
34 Reputation
happyface50
12-22-2022 at 04:36 PM.
12-22-2022 at 04:36 PM.
Quote from MisterBill :
Do you have enough assets with Fidelity to qualify? You've read the requirements elsewhere in this thread, right?
There are different asset requirements from various people, just don't know which one is correct.

ConfusedConfused
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Joined Jun 2011
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> bubble2 101 Posts
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sanpras
12-22-2022 at 04:58 PM.
12-22-2022 at 04:58 PM.
I had TT premier free last year, but not this year, i just see $20 off

Looks like there are tiers for the promotions.

1) For general customers,
2) For the people who makes certain number of transactions or so during the year and
3) For certain kind of accounts or for more account balances.
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
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MisterBill
12-22-2022 at 08:06 PM.
12-22-2022 at 08:06 PM.
Quote from MCT308 :
Don't log in to Intuit on the 1st page you see after Fidelity. Instead look to the top where there is a pull down that says "Do It Yourself". You will see an option to download the product.
Actually, they just changed it and the download option is shown as soon as you get to the TT website. However, there is a bug, and it shows up as $105 in the cart. But if you add something else to the cart, it fixes the price, and then you can delete it.
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
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MisterBill
12-22-2022 at 08:07 PM.
12-22-2022 at 08:07 PM.
Quote from happyface50 :
There are different asset requirements from various people, just don't know which one is correct.
$500k in "retail" accounts, i.e., not 401k. Or $1m. Your account would have to be flagged Premium Services or Private Client.
Reply
Joined Aug 2006
L4: Apprentice
> bubble2 392 Posts
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happyface50
12-22-2022 at 08:23 PM.
12-22-2022 at 08:23 PM.
Quote from MisterBill :
$500k in "retail" accounts, i.e., not 401k. Or $1m. Your account would have to be flagged Premium Services or Private Client.
I have all the requirements ( >$500k, Premium Services, have an advisor), but don't see the TurboTax offer.
Reply
Joined Oct 2021
L3: Novice
> bubble2 111 Posts
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SmartSeed8854
12-23-2022 at 08:14 AM.

Our community has rated this post as helpful. If you agree, why not thank SmartSeed8854

12-23-2022 at 08:14 AM.
After you logged in, try below direct link. It works for me. But I had to add something to the cart and delete it to see the $5. Otherwise I see the price $105.

https://tps.fidelity.com/tps-api/...tCode=oltx
1
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Joined Apr 2009
L1: Learner
> bubble2 3 Posts
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pswii60
12-23-2022 at 08:43 AM.
12-23-2022 at 08:43 AM.
Worked for me. Thank you SmartSeed8854!!
Reply
Joined Nov 2008
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> bubble2 40 Posts
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soumenkahali
12-23-2022 at 08:58 AM.
12-23-2022 at 08:58 AM.
Quote from divinebaboon :
no, one state per machine.
Interested in TT Premier to get
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Joined Sep 2003
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> bubble2 18,980 Posts
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beowulf7
12-23-2022 at 09:53 AM.

Our community has rated this post as helpful. If you agree, why not thank beowulf7

12-23-2022 at 09:53 AM.
Quote from SmartSeed8854 :
After you logged in, try below direct link. It works for me. But I had to add something to the cart and delete it to see the $5. Otherwise I see the price $105.

https://tps.fidelity.com/tps-api/...tCode=oltx [fidelity.com]
Wow that worked! I will rep. you. In case the SD link above doesn't work, after you login as SmartSeed says, copy and paste this URL in your browser.
Code:
https://tps.fidelity.com/tps-api/v1/redirect-to/turbo-tax-cd?fidelityContextCode=oltx
Then I logged into Intuit. It showed up as $105, but I did the trick someone else suggested to add a random Intuit product to the cart, then delete it. Then I was able to check out for $5.41 (tax in TX).
6
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